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Accounting Software Set Up or Migration

  • Accounting software can save you time, provide accurate reports, streamline your processes, and be customized to your unique business needs.
  • Having a professional bookkeeper set up or migrate your books starts you off on the right foot for financial reporting success.
  • I work exclusively in QuickBooks Online (QBO) for their security standards, versatility, and the freedom this remote service provides business owners.
  • Set Up Services are for businesses who do not currently have accounting software. 
  • Migration Services transfer a business’s existing books from QuickBooks Desktop, Xero, or other accounting software to QBO.
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Monthly, Quarterly, or Seasonal Bookkeeping

  • Monthly Services are for you if you have no time (or desire) to do bookkeeping yourself, and you want insight on your money in/ money out so you can make adjustments and grow your profits.
  • Quarterly Services are for you if you’re not quite ready for monthly services, also don’t want to do the bookkeeping yourself, and are willing to keep transaction records organized until someone can enter and reconcile them in QBO.
  • Seasonal Services are for you if you have a seasonal business and want monthly bookkeeping services during the months you operate, but don’t need services during the off season.
  • All services include categorized transactions, account reconciliations, reports sent to your inbox monthly/quarterly/seasonally, and regular one on one review of all reports.
  • Monthly Bookkeeping also includes a year-end digital report package (for your tax preparer). This service may be included for quarterly/seasonal services as an add on.
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Catch-up & Cleanup

  • Work closely with a bookkeeping professional to get your business’s books on the right track.
  • Catch-up Services are for you if your bookkeeping hasn’t been kept up with for the year and you’re ready to get caught up, or you created a QBO account and tried to DIY but stopped because you’d rather play it safe with a professional bookkeeper.
  • Cleanup Services are for you if your bookkeeping has gotten messy and you’re ready to send out an S.O.S., or your tax preparer suggested your business get some help with the books. Cleanups are accepted on a case by case basis.
  • If needed, these services include set up or migration to QBO.

Find Out More...

Contact me to find out more about the services which will help you feel confident about your money so you can get back to what you love!